Sales Staff

UBL Fund Managers, a wholly owned subsidiary of United Bank Limited, is a leading asset management company in Pakistan, established in 2001. Recognized for its high management quality with an AM1 rating from VIS Credit Rating Company Limited, UBL Fund Managers was the first in the country to comply with Global Investment Performance Standards (GIPS®). The company manages a diverse portfolio of funds and strives to be the top asset manager in Pakistan by delivering consistent performance and client-focused investment solutions. Serving clients through an extensive banking network, digital platforms, and expanding into the Middle East via UBL International, the company maintains a strong presence in the financial services sector.

This full-time, on-site Sales Staff position is based in Islamabad. The role involves engaging with new and potential clients to promote UBL Fund Managers’ investment products. The Sales Staff will explain fund features, provide guidance on suitable investment options aligned with company policies, and build lasting client relationships. Responsibilities include responding to client inquiries through face-to-face meetings, telephone, and digital channels, as well as supporting client onboarding and documentation processes.

Key Responsibilities
- Engage with prospective and existing clients to promote investment products and explain fund features clearly.
- Provide basic guidance on suitable investment options in accordance with company policies.
- Build and maintain strong client relationships to foster trust and long-term engagement.
- Respond promptly to client inquiries via in-person meetings, telephone, and digital communication channels.
- Support the onboarding process by assisting with client documentation and compliance requirements.
- Collaborate closely with branch and regional teams to meet sales targets and support marketing campaigns.
- Ensure adherence to regulatory guidelines and internal compliance standards while delivering excellent customer service.

Required Qualifications
- Strong sales and client relationship skills, with a proven ability to meet targets and build trust with a diverse client base.
- Excellent communication and interpersonal skills, including proficiency in local languages and English, both verbal and written.
- Basic understanding of mutual funds, investment products, and financial markets, coupled with a willingness to learn continuously.
- Proficiency in MS Office and digital tools such as email, CRM or sales tracking systems, and messaging platforms for client follow-up and reporting.
- Ability to work effectively in a structured, on-site environment, manage time efficiently, and collaborate with branch and regional teams.
- Bachelor’s degree in Business, Finance, Marketing, or a related field. Relevant experience in sales or financial services is advantageous.
- High level of integrity, professionalism, and strict adherence to regulatory and company compliance standards.

UBL Fund Managers offers a dynamic work environment where employees can grow their careers in asset management while contributing to the company’s mission of delivering superior investment solutions. The role provides an opportunity to work with a reputable organization known for its commitment to quality and client service excellence.